Results for “client-management”

Integrates with the PagerDuty REST API using the official pdjs client to manage incidents and on-call data.

Offers fractional AI engineering and consulting services, acting as a part-time AI executive to generate $3K-10K per month.

React 18/19 patterns including hooks discipline, server/client component boundaries, Suspense + error boundaries, form actions, data fetching, state management decision trees, and accessibility-first composition. Use when writing or reviewing React components.

Lead customer success with retention strategies, health scoring, expansion revenue, and lifecycle management.

Post-deal new client onboarding workflow. Creates client profile, runs baseline technical audit, generates project plan, sets up communication templates, and updates CRM.

Provides idiomatic React 18/19 patterns for hooks, server/client components, Suspense, error boundaries, forms, data fetching, state management, and accessibility-first composition.

Server management principles and decision-making. Process management, monitoring strategy, and scaling decisions. Teaches thinking, not commands.

Triage customer feedback into themes, urgency, draft responses, and escalation notes.

Drafts structured client memoranda translating legal analysis and strategic recommendations into plain language for non-lawyer audiences. Covers corporate governance, fiduciary duties, compliance, and transactional advice. Enforces standard memo architecture: heading block, executive summary, background, analysis, options, and recommendations. Use when preparing client-facing memos, opinion letters, or governance briefings.

Migrates OSGi EventAdmin handlers and JCR EventListeners to AEM Cloud Service-compliant patterns, including EventHandler+JobConsumer split, routing rules, and leader-only execution.

Package a customer escalation for engineering, product, or leadership as a decision-ready handoff — impact, timeline, facts vs. hypotheses, and a specific ask with an owner.

Operate customer billing workflows such as subscriptions, refunds, churn triage, billing-portal recovery, and plan analysis using connected billing tools like Stripe.

Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization. Use when designing customer onboarding flows, reducing churn, building health scores, creating retention systems, designing upsells, or improving customer lifetime value. Covers proactive engagement, cancel flows, dunning, re-engagement, and the full customer lifecycle.

Manages phone calls and meetings by preparing with context, capturing notes in real time, tracking commitments and follow-ups, and drafting follow-up messages, with all data stored locally.

Design personal CRM systems for networking. TRIGGERS - Use when user needs help with personal-crm related tasks.

Reduces churn through cancel flows, dunning, and win-back. Use when the user requests 'churn', 'cancel flow', 'dunning', 'win-back', 'failed payment', 'retention rate', or 'save offer'.

Handle social media crises with strategic response and reputation management. Use when the user needs to manage a PR crisis, handle negative feedback storms, or protect brand reputation.

Newsletter Management

Provides evidence-first revenue, pricing, refunds, team-billing, and billing-model truth workflows for sales snapshots, pricing comparisons, duplicate-charge diagnosis, or code-backed billing reality.

Onboard a new GTM project — run an agency-style interview, then generate CLAUDE.md, PROGRESS.md, about/me.md, strategy/brand.md, and scaffold content + assets folders. Use this skill whenever the user wants to set up a new project, onboard a brand, start from scratch, configure their marketing context, or initialize their workspace. Trigger on: bootstrap, onboard, set up my project, get started, configure my brand, initialize, new project setup, brand onboarding, set up my brand, create project structure, onboard my company, set up content folders, prepare my workspace, start a new GTM project. Also use when the user seems to be starting fresh and hasn't set up strategy/brand.md or about/me.md yet.

`task-agent`/`review-agent`: use when broker delivery, ordering, acknowledgement, DLQ, backpressure, or replay changes; skip synchronous retry without message semantics.

Manages and analyzes Clerk authentication resources, including users, organizations, and sessions, with commands for user growth, auth health, and membership review.

Map customer journeys from awareness to advocacy by visualizing touchpoints, identifying drop-off points, analyzing channel interactions, and optimizing the end-to-end experience.

When the user wants to reduce churn, build cancellation flows, set up save offers, recover failed payments, or implement retention strategies. Also use when the user mentions 'churn,' 'cancel flow,' 'offboarding,' 'save offer,' 'dunning,' 'failed payment recovery,' 'win-back,' 'retention,' 'exit survey,' 'pause subscription,' 'involuntary churn,' 'people keep canceling,' 'churn rate is too high,' 'how do I keep users,' or 'customers are leaving.' Use this whenever someone is losing subscribers or wants to build systems to prevent it. For post-cancel win-back email sequences, see emails. For in-app upgrade paywalls, see paywalls.

Design personal CRM systems for networking. TRIGGERS - Use when user needs help with personal-crm related tasks.

Build detailed ideal customer profiles with pain points, objections, buying triggers, and messaging angles. Includes community research to find where ICPs gather online and extract their exact language. Use when researching audiences, creating buyer personas, or developing targeted messaging.

Reduce churn with cancellation flows, save offers, and win-back campaigns.

Manage the restaurant menu (products and categories) for a specific tenant.

Design account-based marketing strategies with targeting. TRIGGERS - Use when user needs help with abm-strategy related tasks.

Build and maintain a structured personal-context portfolio for the project owner — identity, working style, goals, team, decision patterns. Includes both an interview protocol for bootstrapping and observable-signal patterns for incremental refinement. Use to bootstrap an owner profile (interview), to refine an existing profile (target one file), or to incrementally update the profile based on observed patterns from a normal session (the agent watches for signals and proposes additions when evidence accrues).